LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+8.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.63B
AUM Growth
+$318M
Cap. Flow
+$217M
Cap. Flow %
13.29%
Top 10 Hldgs %
28.28%
Holding
923
New
143
Increased
538
Reduced
195
Closed
17

Top Buys

1
PEN icon
Penumbra
PEN
$22.3M
2
AAPL icon
Apple
AAPL
$18.7M
3
SPY icon
SPDR S&P 500 ETF Trust
SPY
$15M
4
AMZN icon
Amazon
AMZN
$13.7M
5
MDLA
Medallia, Inc.
MDLA
$6.24M

Top Sells

1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$9.08M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$3.68M
3
LBRDK icon
Liberty Broadband Class C
LBRDK
$2.28M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$1.74M
5
EXPE icon
Expedia Group
EXPE
$1.26M

Sector Composition

1 Technology 20.97%
2 Financials 12%
3 Healthcare 11.1%
4 Communication Services 8.97%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ABT icon
51
Abbott
ABT
$230B
$5.28M 0.32%
45,510
+1,261
+3% +$146K
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$117B
$5.25M 0.32%
19,329
+5,780
+43% +$1.57M
NFLX icon
53
Netflix
NFLX
$524B
$5.24M 0.32%
9,919
+890
+10% +$470K
SBUX icon
54
Starbucks
SBUX
$98.4B
$5.23M 0.32%
46,786
+11,560
+33% +$1.29M
PFE icon
55
Pfizer
PFE
$140B
$5.22M 0.32%
133,173
+7,693
+6% +$301K
TXN icon
56
Texas Instruments
TXN
$166B
$4.97M 0.3%
25,843
+1,647
+7% +$317K
EEM icon
57
iShares MSCI Emerging Markets ETF
EEM
$18.9B
$4.94M 0.3%
89,504
+7,152
+9% +$394K
ASML icon
58
ASML
ASML
$290B
$4.91M 0.3%
7,113
+164
+2% +$113K
LLY icon
59
Eli Lilly
LLY
$661B
$4.89M 0.3%
21,316
+680
+3% +$156K
UNP icon
60
Union Pacific
UNP
$131B
$4.81M 0.29%
21,873
+2,175
+11% +$478K
VZ icon
61
Verizon
VZ
$186B
$4.8M 0.29%
85,619
+11,472
+15% +$643K
TGT icon
62
Target
TGT
$42.1B
$4.74M 0.29%
19,589
+1,268
+7% +$307K
INTU icon
63
Intuit
INTU
$185B
$4.61M 0.28%
9,411
+470
+5% +$230K
ORCL icon
64
Oracle
ORCL
$623B
$4.57M 0.28%
58,733
+1,752
+3% +$136K
ACWX icon
65
iShares MSCI ACWI ex US ETF
ACWX
$6.6B
$4.47M 0.27%
77,674
+891
+1% +$51.2K
TMO icon
66
Thermo Fisher Scientific
TMO
$182B
$4.37M 0.27%
8,671
+180
+2% +$90.8K
QCOM icon
67
Qualcomm
QCOM
$167B
$4.34M 0.26%
30,379
+3,188
+12% +$456K
CVX icon
68
Chevron
CVX
$317B
$4.31M 0.26%
41,183
+5,635
+16% +$590K
ESGU icon
69
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
$4.28M 0.26%
+43,489
New +$4.28M
ANET icon
70
Arista Networks
ANET
$177B
$4.24M 0.26%
187,424
-80
-0% -$1.81K
KO icon
71
Coca-Cola
KO
$297B
$4.21M 0.26%
77,831
+1,418
+2% +$76.7K
AMGN icon
72
Amgen
AMGN
$152B
$4.19M 0.26%
17,193
+1,841
+12% +$449K
BMY icon
73
Bristol-Myers Squibb
BMY
$96.1B
$4.17M 0.25%
62,347
+2,729
+5% +$182K
TM icon
74
Toyota
TM
$255B
$3.95M 0.24%
22,576
+403
+2% +$70.5K
WDAY icon
75
Workday
WDAY
$61.4B
$3.93M 0.24%
16,442
+3,347
+26% +$799K
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